Wealthspring Partners, Llc
- Regulatory AUM
- $370M
- Discretionary
- $370M
- Clients
- 409
- Avg AUM / client
- $905K
- Accounts
- 922
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Jun 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 307 | $120M | 32.5% |
| High net worth individuals | 102 | $244M | 65.9% |
| Charitable organizations | 0 | $2.3M | 0.61% |
| Corporations and other businesses | Fewer than 5 clients | $3.8M | 1.03% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jay Michael Douglas | Partner, Chief Investment Strategist | CFP Chartered Financial Consultant | Aug 2022 (4y) | 50% – 75% |
| Theodore Michael Athans | Principal, Managing Partner, Chief Compliance Officer | CFP | Aug 2022 (4y) | 25% – 50% |
| Ashley Camille Boone | Registered representative | CFP | Sep 2022 (4y) | |
| Tracy Ann Miu | Registered representative | Sep 2022 (4y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/18/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $365M (99% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 18, 2026.
View current Form ADV (SEC/IAPD) ↗